+14.7%
HTZ vs HBM
-18.8%
+33.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -7.4% | -13.4% | -16.3% |
| 7D | -7.7% | -11.9% | +4.2% | -0.7% |
| 30D | -13.1% | -23.6% | +10.5% | +0.4% |
| 3M | +14.7% | -20.5% | +35.3% | +25.5% |
| All | +14.7% | -18.8% | +33.5% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3mo: compounded portfolio wealth divided by compounded HBM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3mo analysis · Full analysis span regression · Available span rolling